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Pollenix Docs

DMS (iManage / NetDocuments)

Document Management System connectors

Connect Pollen8 Legal to your firm’s existing DMS to bulk-import documents into the Vault. Read-only — Pollen8 never writes back to the DMS.

Configure at /admin/legal/dms.

Supported

  • iManage Work — REST API v2.
  • NetDocuments — REST API v1 (cabinets + folders + documents).

Both use OAuth bearer tokens. Service-credential / on-prem iManage is supported via an api_key_encrypted field if your install doesn’t expose OAuth.

Connecting

  1. Add connection → pick type → fill base URL + access token (+ optional refresh token + workspace/cabinet id).
  2. Pollen8 encrypts the tokens via secret_box and stores the row.
  3. The connection appears in the left rail — pick it to browse.

Browsing + import

Once connected:

  1. Folder list renders on the left, document list on the right.
  2. Click folders to drill in.
  3. With a folder open, Import this folder into Vault creates a LegalVaultDocument per file. Up to 100 docs per import call; subfolder recursion is not automatic in v1 (you walk folders manually).

Imports stamp:

  • source = "dms_imanage" or "dms_netdocs"
  • Tags dms:<kind>, dms_id:<doc id>, connection:<connection label>
  • mime_type and size_bytes from the DMS metadata

Text extraction goes through the same pipeline as direct uploads — pypdf for native PDFs, tesseract OCR for scanned, python-docx for DOCX, openpyxl for XLSX.

Limits

  • Max 100 documents per import call (refusal beyond)
  • Inline text cap of 2 MB per document (overflow gets head + the truncated tag)
  • We rely on the DMS to return text/plain extraction. If your DMS’s text=true endpoint returns binary, the doc lands but ingest skips it (no_text_to_ingest).

Tokens + refresh

OAuth access tokens expire. The v1 adapter does not auto-refresh — if the bot returns 401 on a list/import, edit the connection and paste a fresh access token. Refresh-token rotation is roadmap.